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Sellwood Consulting LLC
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CRD # | 164696 |
SEC # | 801-76867 |
CIK # | 0001763958 |
AUM | $1.6 BB (2024-03-27) |
Employees | 15 (93% Investors, 0% Brokers) |
Phone | 503-596-2880 |
Address | 6650 SW Redwood Lane Portland, OR 97224 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 8 | 79.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 20 | 485.1 |
(h) Charitable organizations | 31 | 964.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 35.9 |
(n) Other | 0 | 0.0 |
Total | 64 | 1,565.0 |
By Discretionary | ||
Discretionary | 64 | 1,565.0 |
Non-Discretionary | 0 | 0.0 |
Total | 64 | 1,565.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,565.0 | |
Total | 64 | 1,565.0 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0001763958] |
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Pinnacle Wealth Management Advisory Group LLC
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|
NJ | 1.6 |
Wedmont Private Capital LLC
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PA | 1.6 |
Diversified Management Inc
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WI | 1.6 |
Consolidated Planning Corporation
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GA | 1.6 |
Corda Investment Management LLC
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TX | 1.6 |
Newsquare Capital LLC
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PA | 1.6 |
Center for Financial Planning Inc
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MI | 1.6 |
Diversified LLC
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DE | 1.6 |
Diversified Enterprises LLC
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|
DE | 1.6 |
JAG Capital Management LLC
✚
|
MO | 1.6 |